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Robert Camp

Advisor at LPL Financial

Updated today

Location

Hoschton, GA

Credentials

Series 63

Industry experience

40 years

About

Robert Camp is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 40 years of industry experience. His career includes roles at Raymond James Financial and work in real estate and non-variable insurance. He also operates Dave Camp & Associates Inc., a business entity for tax and investment purposes. LPL Financial serves a broad range of clients including individual investors, retirement plan sponsors, and institutions, offering advisory and brokerage services supported by an in-house Research team that develops model portfolios and strategic investment solutions.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting

Occupation focus

Based on LPL Financial

Founder/Business Owner Retired

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Fee options

Fixed

Financial planning and consulting services may be charged a flat fee as negotiated.

Commissions

Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.

Project-based

Financial planning hourly fees up to $500 per hour.

Other

Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.

Location

Hoschton, GA

Most active in

Georgia · Texas

Work history

LPL Financial LLC

2022 - Present (4 years)

Real Estate

2012 - 2020 (8 years)

Raymond James Financial

2009 - 2022 (13 years)

Dave Camp & Associates Inc.

2003 - Present (23 years)

Raymond James financial Services

2003 - 2022 (19 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Hieu N

Series 63, Series 65

Buford, GA

LegacITree Wealth Management, LLC

Hieu Nguyen is a financial advisor at LegacITree Wealth Management, LLC with 11 years of industry experience. He holds Series 63 and Series 65 designations and has worked at WeathTree Capital Management, LLC since 2020 and Pruco Securities LLC since 2015. LegacITree Wealth Management provides discretionary portfolio management and comprehensive financial planning services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs a combination of fundamental, technical, quantitative, and cyclical analysis, utilizing proprietary models and third-party research, and offers strategies ranging from long-term holdings to active trading techniques with ongoing supervision and periodic rebalancing.

Active portfolio management Concentrated stock management

Jovan J

CFP®, CPA, PFS™

Dacula, GA

Piece of Wealth Planning LLC

I am an Atlanta native and the founder and Co-Owner of Piece of Wealth Planning LLC. I have over 10 years of experience working in various accounting and financial planning roles. Piece of Wealth Planning LLC is a premier Atlanta-based CPA and Financial Planning firm serving clients across the US. My role entails providing accounting and tax services to small businesses and personal financial planning services to small business owners, medical professionals, and established professionals. I enjoy blending my passion for accounting and financial planning to help clients fulfill both their business and personal financial goals. In addition, I enjoy writing personal finance articles for Business Insider and teaching accounting courses part-time at Clark Atlanta University. When not working with clients, I can be found traveling, eating brunch, volunteering in the community, working out at the gym, or playing tennis.

Business ownership considerations Doctor or Medical Professional Founder/Business Owner Gen Y/Millennials (Born 1980-1995)
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Donald S

Series 63, Series 65

Lawrenceville, GA

Winslow Asset Group, LLC

Donald Slowinski is the principal advisor at Winslow Asset Group, LLC, a firm he has been with since 1999. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. In addition to his advisory role, Slowinski serves as a general partner and portfolio manager at SMS Capital Partners L.P., an equity fund. Winslow Asset Group, LLC is a state-registered investment adviser providing consulting, investment advisory, and research services to individuals and institutional clients such as corporations, trusts, estates, and charitable foundations. The firm employs a combination of fundamental research and technical analysis to actively manage portfolios across various instruments, including equities, options, ETFs, and private funds.

Active portfolio management Founder/Business Owner
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Ahmed M

Series 63, Series 65

Lawrenceville, GA

Wakil Wealth Advisory LLC

Ahmed Mahmood is the principal advisor at Wakil Wealth Advisory LLC with 17 years of industry experience. He previously worked at Morgan Stanley for 14 years before founding his independent advisory firm in 2024. Mahmood also serves as a FINRA arbitrator and operates a licensed insurance practice alongside his advisory role. Wakil Wealth Advisory LLC provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, and small businesses, including corporate clients. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to tailor portfolios according to each client’s goals, risk tolerance, and time horizon.

Wealth management Retirement income strategy Income planning Options & derivatives strategies
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Christopher H

CFP®, ChFC®, Series 63, Series 65

Buford, GA

Paramount Investment Advisors

Christopher Hardy is a CFP® and ChFC® with 15 years of experience in financial advising. He has been with Paramount Investment Advisors since 2008 and also serves as managing director of Paramount Tax and Accounting, a firm specializing in tax preparation, accounting, and IRS representation. Paramount Investment Advisors provides financial planning, portfolio management, and consulting services to individuals, families, nonprofits, trusts, pension plans, and corporations. The firm emphasizes long-term investment strategies and offers ERISA-aware pension consulting and educational seminars, leveraging its affiliation with a related tax and accounting practice.

General retirement planning Cash flow / budgeting Founder/Business Owner
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Peter B

CFP®

Lawrenceville, GA

The Green Group Finance, LLC

Peter Brangwin is a CFP® professional with one year of experience in financial advising, currently serving as the sole advisor at The Green Group Finance, LLC. He has prior experience with Five Forest Management, Inc. and is president of Accounting and Tax Solutions, LLC d.b.a The Green Group, where he provides tax and accounting services. The Green Group Finance, LLC is a fee-only registered investment adviser offering investment management and project-based financial planning to institutional clients, employer plan sponsors, businesses, and individuals. The firm employs a long-term, factor-based investment approach combining passive and active fund selection, with portfolios managed on a non-discretionary basis.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement income strategy Founder/Business Owner Executive Values-based investing SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
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